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Gregory Robert Mattes

Knights Of Columbus Asset Advisors LLC

Charlton, NY

New Haven, CT

CRD 8150951

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Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-10
  • NY RA
    APPROVED
    Since 2025-10-10

Branch Locations

Charlton, NY • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus Insurance New Haven CT 04/2018 Present
Siena College Loudonville NY 12/2017 04/2018
General Electric Niskayuna NY 02/2017 11/2017
Iparelan Solutions, Llc Ballston Spa NY 06/2016 01/2017
Hinsmap Llc Charlton NY 07/2025 Present
Iparelan Solutions Llc Charlton NY 06/2006 Present
United Health Care Ballston Spa NY 10/2017 04/2018
  • 04/2018 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 12/2017 → 04/2018
    Siena College
    Loudonville, NY
  • 02/2017 → 11/2017
    General Electric
    Niskayuna, NY
  • 06/2016 → 01/2017
    Iparelan Solutions, Llc
    Ballston Spa, NY
  • 07/2025 → Present
    Hinsmap Llc
    Charlton, NY
  • 06/2006 → Present
    Iparelan Solutions Llc
    Charlton, NY
  • 10/2017 → 04/2018
    United Health Care
    Ballston Spa, NY
Other Businesses

I am the Sole Proprietor of Iparelan Solutions, LLC organized in the State of New York in 2006, EIN 2 0 - 5 1 8 7 3 1 3. It is not investment-related. I am the owner, president, CEO, principle, etc. This is an LLC for any software/tech related consulting/work that I do. I hold an undergraduate degree from Carnegie Mellon in Computer Science/Mathematics, and a Master of Computer Science degree from the University of Virginia. My primary occupation/industry from the mid 1990s until 2017 was in technology, specifically software development. The work with this business has included anything from light technology consulting to large scale software development (for example, I spent a few years as a consultant/contractor maintaining the broadcast automation system of NBC Universal). Currently, I devote few hours to this to this business. My time is consumed with my work at KofC as an Insurance Producer. I am also the Sole Proprietor of Hinsmap, LCC organized in the State of New York in 2016, EIN 8 1 - 4 4 1 9 6 5 9. Again. I am the owner, president, CEO, principle, etc. This is an LLC for expense and part-time staff payroll related to running my Knights of Columbus Insurance Practice. My time spent on this company is limited to the administrative activities of managing my Knights of Columbus Insurance Practice: expenses (mailing/shipping materials, mobile phones, administrative assistant payroll, etc.) Neither LLC is associated with any registration as a Broker-Dealer, Agent, Investment Advisor, or Investment Advisor Representative. A third outside business activity for this purpose is my appointment with Knights of Columbus Insurance as an Insurance Producer, non-investment related, life insurance, selling life insurance, long term care, disability income and annuities, Start Date: (4/2018), 80 hours a month. Hinsmap, LLC is not connected to Knights of Columbus, it is simply a way for me to track expenses for tax purposes separate from my personal finances. Knights of Columbus pays me directly as an individual, they will not pay an LLC. NY Insurance License Number: LA- 1 4 4 2 5 2 1 National Producer Number: 1 8 1 5 1 8 8 6 Vermont License Number: 3 0 0 1 8 0 5 7 5 6 Pennsylvania License Number: 1 0 5 5 9 6 9

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-08
  • S65 Uniform Investment Adviser Law Examination
    2025-10-08
Other Names
  • Greg R Mattes
  • Gregory R Mattes
  • Gregory Mattes

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